Personal Finance Support Assistant

Overview

To provide a variety of administrative support functions in support of the daily operations of the Personal Finance Management Branch. Evaluate and research inquiries from internal/external sources and/or members; respond to, resolve or arrange for resolution. May serve as contact coordinator by handling phone calls, advising members to complete online forms, and/or schedule financial counseling appointments, or refer member to appropriate staff member.

Responsibilities

• Maintain data files, folders, spreadsheets, and related documentation
• Monitor, sort, and distribute correspondence, E-mail, incoming mail, faxes, E-messages, and internal oral communication
• Identify, investigate, and resolve discrepancies and/or processing issues, including documentation and time-sensitive issues
• Monitor, track, and update action items in databases
• Complete data entry in automated systems
• Gather and prepare data for various reports and projects
• Review counseling notes, modification requests and data; take appropriate action
• Respond to and process proposals from outside debt management agencies
• Act as liaison for outside debt management agencies
• Operate and maintain standard office equipment
• Maintain inventory, order and stock office materials and supplies
• Serve as mentor/trainer, and provide guidance and assistance to team members
• Perform other duties as assigned

• Experience in performing administrative support functions
• Ability to maintain confidentiality
• Ability to work independently and in a team environment
• Effective clerical, technical or administrative skills
• Effective organizational, planning, and time management skills
• Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
• Effective skill exercising initiative and using good judgment to make sound decisions
• Effective skill following, interpreting, and applying guidelines, procedures, practices, and regulations
• Effective skill maintaining accuracy with attention to detail and meeting deadlines
• Effective skill performing mathematical calculations with a high degree of accuracy
• Effective skill communicating with all levels within an organization
• Basic research, analytical, and problem solving skills
• Effective skill interacting tactfully and effectively in difficult situations
• Effective verbal and written communication skills
• Effective database, word processing, spreadsheet, and presentation software skills

• Working knowledge of NFCU products, services, programs, policies, and procedures